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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,580 | $165,381-71.8% | $149,730-68.9% | $158,966-70.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.40% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.5pp |
| Employer contribution / active EE | $6,393 | $5,104+25.3% | $4,645+37.6% | $4,762+34.2% |
| Participant deferral / active EE | $6,297 | $7,182-12.3% | $6,843-8.0% | $5,983+5.2% |
| Admin fee / account holder | $614 | $10,809-94.3% | $9,310-93.4% | $11,250-94.5% |